Oakland Tech Exchange EIN 92-2199377 Form 990 (PDF) Claim this org

Oakland Tech Exchange

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Provides computers, internet, and tech skills to families for a better life. For fiscal year 2024 it reported $2.9M in revenue, $2.6M in expenses, and $456K in net assets.Pt I

Founded
2023
Type
Public charity (501(c)(3)) · Nonprofit
Location
Oakland, CA
Website
www.techexchange.org
Filings
1 on file (2024–2024)
Revenue
$2.9MFY2024
Expenses
$2.6M
Net assets
$456K
People
12
Filings
1
Updates
0
More identity details & actions ⌄
EIN  92-2199377 Public charity (501(c)(3)) Oakland, CA Founded 2023
Form 990 (PDF)
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Figures match the IRS filing checked 8/31/26 · see original: IRS
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Size
$1–10M
What they do
Provides computers, internet, and tech skills to families for a better life.
Leadership
Ulises Zatarain · Executive Director · $165K
Money in and out
$2.9M revenue, $2.6M expenses
Bottom line
70% program efficiency
Where the money goes · FY2024
Total revenue
$2.9M
Pt VIII · Ln 12
Total expenses
$2.6M
Pt IX · Ln 25
Net assets
$456K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $321K
Where spending went · Part IX cols B–D
Program services $0.70 Management & general $0.21 Fundraising $0.09
Program efficiency
70%
of spending reaches programs▼ -0.8% vs prior filing year
Operating runway
1.5mo
months of highly liquid reserves at operating expense rate▲ +400% vs prior filing year
Surplus margin
+11%
revenue over expenses, this year▲ +227% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$2.9M
FY2024▲ +8%
Expenses
$2.6M
FY2024▼ -12%
Total assets
$835K
FY2024▲ +75%
Total liabilities
$379K
FY2024▲ +181%
Total revenue
$2.9M
Pt VIII · Ln 12
Total expenses
$2.6M
Pt IX · Ln 25
Net assets
$456K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$321K
Total assetsPt X · Ln 16$835K
Program-expense ratioPt IX · col B70%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 48

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item COakland Tech Exchange
EINHdr · item D92-2199377
Principal addressHdr · item COakland, CA
WebsiteHdr · item Jwww.techexchange.org
Year of formationHdr · item L2023
State of legal domicileHdr · item MCA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFSep 2023

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a8
Independent voting membersPt VI · Ln 1b8
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$164,528Pt VII · Sec A
Director of Programs
$117,917Pt VII · Sec A
$111,383Pt VII · Sec A
Director of Development
$106,990Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2024FY2024
Ulises Zatarain$164,528$151,114
Claudia Garcia$117,917$85,000
Amy Himes$114,483
Samuel Antonio Martinez Aristondo$111,383
May Hines$106,990
Samuel Aristondo$105,417
Enrique Martinez$91,514

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Mission & Programs · Part III

Where the work happens

3 program services account for $1.8M of program spending, described in the organization's own filed words · FY2024.
01

Digital Literacy Programs and Services

SERVED/TRAINED over 1,000 community members across the bay area. In addition, provided over 10k hours of tech support, and enrolled over 400 community members into affordable internet plans. Also trained over 40 interns in our SERVE2STEM workforce development program.

$1.3Mprogram expense
02

Computer Refurbishment and Distribution

Collected over 15k devices from tech donors throughout the bay area. Refurbished and distributed over 9k devices, and trained over 12 youth in SERVE2STEM internship program.

$250Kprogram expense
03

Partnerships & Community Engagement

Distributed over 7k devices via partnerships with community based organizations and institutions, as well as reached over 10k people with our outreach programs and services.

$250Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants$2.0M · 70%
Other revenue$559K · 19%
Program service revenue$313K · 11%
Contributions & grants70%$2.0M
Other revenue19%$559K
Program service revenue11%$313K
Investment income$518
— government grantsLn 1e$1.5M
Total revenueLn 12$2.9M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.70 Management & general $0.21 Fundraising $0.09
Program services70%$1.8M
Management & general21%$536K
Fundraising9%$236K
Total functional expensesLn 25$2.6M

Balance Sheet

Part X · end of year
CashLn 1$318K
Total assetsLn 16$835K
Total liabilitiesLn 26$379K
Total net assetsLn 32$456K
Months of cash on handcomputed1.5

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $318K · Operating expenses/yr $2.6M
1.5 months
Where the money goes
Program services
Program services $1.8M · Total expenses $2.6M
70%
Management & General
Management & general $536K · Total expenses $2.6M
21%
Fundraising
Fundraising $236K · Total expenses $2.6M
9%
Cost to raise $1
Fundraising expense (2-yr avg) $275K · Solicited contributions (2-yr avg) $571K
$0.48 to raise $1 (2-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $2.0M · Total revenue $2.9M
70%
Government reliance
Government grants $1.5M · Total revenue $2.9M
53%
Earned-income share
Program service revenue $313K · Total revenue $2.9M
11%
Investment reliance
Investment income $518 · Total revenue $2.9M
+0.02%
Program self-sufficiency
Program service revenue $313K · Total expenses $2.6M
12%
Growth & trend
Revenue growth (YoY)
This year $2.9M · Prior year $2.7M
+8%
Net-asset trend (YoY)
End of year $456K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $2.9M · Expenses $2.6M
+11%
Liabilities-to-Assets
Total liabilities — · Total assets $835K
Net-asset ratio
Net assets $456K · Total assets $835K
55%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $835K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Ulises Zatarain · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $165K · Total expenses $2.6M
6%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $2.0M · Total expenses $2.6M
77%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 70%
Overhead ratio 21%
Fundraising cost ratio 12%
Revenue growth 8%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 5 funders →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$2.7M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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